CEO Kickoff

Introductions Khorus [insert customer here] Philip Parker, Customer Success and Customer Support [insert customer here] [insert Attendees Here]

Desired Outcomes for Today View the onboarding process and plan next steps. Talk about the expected rollout pace. Explain the Khorus CEO and KIO roles. Review steps to get started. Set tentative targets for next-level goal creation and approval.

Let’s be sure your Khorus is configured right. What is your fiscal year? We can get your brand in Khorus. See the PDF to fill out to get us the right info.

Khorus Customer Onboarding Process 1 hr CEO Kickoff 2 hrs KIO Training 2+3 hrs Executive Team Session 6 hrs Khorus Check-ins 1+1 hrs EOQ Review

The CEO Role with Khorus Communicate why you chose Khorus and why now Enter company goals into Khorus early (before quarter starts) Help your exec team create goals (and approve them quickly) Run your weekly Ops Meetings using the Khorus Performance Dashboard Show your commitment by providing updates to the company goals Support your Khorus Implementation Owner (change agent)

Khorus Implementation Owner (KIO) Role The in-house expert on goal-setting, goal-alignment and Khorus use Acts as the main point of contact for all Khorus support Interacts and influences Exec Team Helps CEO and Exec Team with quarterly goal planning sessions and program management of Khorus Monitors and ensures all employees are creating goals, updating goals weekly and finalizing goals Monitors and ensures all managers are approving goals and using the Khorus Performance Dashboard Trains and onboards all managers and individual contributors

What’s the business strategy? According to one study by HBR, only 7% of employees understand their company’s business strategies. You know the strategy—put it in this easy-to-understand and highly accessible place, for all employees to learn from.

Create draft top-level goals Create some draft goals at the top level. Refer to some of the resources we shared. We’ll review these together before the executive team onboarding session.

Communication Tell everyone in your company why you chose Khorus. Your employees need to hear from you why you chose Khorus, the value you think the organization will get out of it, and that you have the expectation for everyone to use it diligently.

Begin the Strategy document Create draft top-level goals What to do before we get to the Onboarding Session with Sean and direct reports Begin the Strategy document Create draft top-level goals Schedule a 30-minute goal review with Khorus Customer Success Complete the KIO Training Schedule the Exec Team Onboarding Session Send the communication about why you chose Khorus to everyone who will be using Khorus See the PDF checklists provided for reference.

Khorus – the first 120+ days Customer Success or KCC Next Quarter Begins Quarter Begins Khorus Check-ins CEO Kickoff Consult Exec Team Sessions EOQ Review KIO Training Customer All 1sr Quarter Goals finalized Execs Goals in Khorus Manager/IC Training Level 2+ Training Goals in Khorus Manger/IC Goals in Khorus Company Next Qtr Goals Level 2+ Q2 Goals Enter Execs Q2 Goals in Khorus